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Est. 2026The front page of wealth managementNew York

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IN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAsWM $20B Modera Wealth Management Launches AI Operating Platform

Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

9 firms manage $3.5 billionNorth Dakota

Open in the Atlas screener

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  1. 4968
    Viking Fund Management LLCMinot, ND · 12 clientsAsset managerHybridIntegrity Funds Distributor, LLC
    No custodian reported
    $1.1B
  2. 6114
    Brady Martz Wealth Solutions, LLCGrand Forks, ND · 448 clientsWealth manager
    Schwab 100%
    $795M
  3. 9223
    Prairiewood Wealth ManagementFargo, ND · 244 clientsWealth manager
    Schwab 100%
    $365M
  4. 9797
    Johnson Wealth Management, LLCGrand Forks, ND · 169 clientsWealth manager
    Schwab 100%
    $323M
  5. 11573
    Wealth Forward, LLCFargo, ND · 367 clientsWealth manager
    Pershing 100%
    $228M
  6. 12515
    Financial Strategies GroupFargo, ND · 659 clientsWealth managerHybrid
    Axos 86%
    $189M
  7. 12582
    Fjell CapitalFargo, ND · 205 clientsWealth manager
    Schwab 100%
    $187M
  8. 12897
    Light Financial Services, Inc.Fargo, ND · 622 clientsWealth manager
    Schwab 82%
    $176M
  9. 14357
    Capital City Wealth Management, Inc.Bismarck, ND · 135 clientsWealth managerWrap sponsor
    Fidelity 100%
    $130M

RIAs by state